Insights

Jugaad has helped Indian businesses survive, adapt, and innovate under constraint. That deserves respect. But the same mindset becomes a liability when temporary fixes harden into a permanent operating model. What works in scarcity does not always work at scale. That is the turning point many Indian dhandas are now facing. Markets are more digital, competition is more data-driven, customers are more informed, and the margin for error is shrinking. Many MSMEs have adopted basi

India’s skills problem is real, but it is often framed too narrowly. Business owners frequently say they cannot find trained, job-ready people. That complaint is understandable. The World Bank’s 2026 support package for India’s skilling system explicitly notes a persistent skills mismatch between what young people are trained for and what firms need, and says that this mismatch continues to constrain productivity, firm growth, and earnings. ( World Bank ) But the deeper probl

Investors do not get paid for optimism. They get paid for underwriting risk and turning selected companies into valuable, scalable assets. That is why sophisticated investors, and especially private equity firms, trust organised businesses more than merely “promising” businesses. A promising company may have a good product, a compelling founder, and visible market demand. But an organised company gives investors something much more valuable: predictability. It shows how the b